Winch Advisory Services’s Paycom PAYC Stock Holding History

Winch Advisory Services’s Portfolio PAYC Stock Details PAYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-48	Closed	-$17K	–	466
2022 Q1	$17K	Buy	+48	New	+$16.1K	0.01%	212
2021 Q2	–	Sell	-22	Closed	-$8K	–	501
2021 Q1	$8K	Buy	22 +5	+29%	+$1.97K	﹤0.01%	268
2020 Q4	$8K	Hold	17	–	–	﹤0.01%	253
2020 Q3	$5K	Sell	17 -1	-6%	-$292	﹤0.01%	260
2020 Q2	$6K	Buy	+18	New	+$4.79K	﹤0.01%	247

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Winch Advisory Services's PAYC Position: Q2 2022 in Review

Winch Advisory Services sold out of Paycom (PAYC) in Q2 2022, closing a stake of 48 shares — an estimated $17K sold.

Winch Advisory Services first reported a position in PAYC in Q2 2020 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 647 funds tracked by Wall St. Rank hold PAYC as of Q2 2022.

Winch Advisory Services reported no remaining Paycom position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 48 Paycom shares in Q2 2022, an estimated $17K.
Winch Advisory Services first reported a position in Paycom in Q2 2020 and held it in 5 quarters.
Winch Advisory Services's Paycom position peaked at $17K in Q1 2022.
647 funds tracked by Wall St. Rank held Paycom as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.